Customer Relationship Management (CRM) might sound like a complex term, but at its core, it’s all about managing relationships with your customers in a more organized and efficient way. Whether you run a small bakery or a large tech firm, CRM can help streamline...
A customer had the requirement to create a new version of the Person Summary screen. They wanted to be able to add into a single screen the basic contact details for the person plus information relating to that person’s opportunities, case etc. The customer...
